Visionary Wealth Advisors

Position in IBM — International Business Machines Corp

CIK 1802984 O'FALLON, IL

Position in IBM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$942,615

+$127,458 QoQ

Shares Held

3,352

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,955

of 3,634 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Visionary Wealth Advisors holds $7,749,957 across 3 Information Technology Services names. IBM ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSPI	Csp Inc /Ma/	801,088	$6,360,638
2	IBM	International Business Machines Corp This page	3,352	$942,615
3	APLD	Applied Digital Corp.	11,976	$446,704

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,615	3,352	-0.3%	Shares	Sole	2026-08-13
2026-03-31	$815,157	3,363	-16.3%	Shares	Sole	2026-05-13
2025-12-31	$1,190,467	4,019	+29.7%	Shares	Sole	2026-02-13
2025-09-30	$874,131	3,098	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$928,851	3,151	+18.0%	Shares	Sole	2025-08-14
2025-03-31	$663,922	2,670	+4.0%	Shares	Sole	2025-05-14
2024-12-31	$564,303	2,567	-3.5%	Shares	Sole	2025-02-14
2024-09-30	$588,072	2,660	+5.0%	Shares	Sole	2024-11-12
2024-06-30	$438,255	2,534	-3.4%	Shares	Sole	2024-08-13
2024-03-31	$501,079	2,624	+3.8%	Shares	Sole	2024-05-15
2023-12-31	$413,290	2,527	-5.6%	Shares	Sole	2024-02-14
2023-09-30	$375,442	2,676	-1.8%	Shares	Sole	2023-11-13
2023-06-30	$364,498	2,724	-1.6%	Shares	Sole	2023-08-11
2023-03-31	$362,857	2,768	-5.0%	Shares	Sole	2023-05-15
2022-12-31	$410,553	2,914	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$345,024	2,904	-56.8%	Shares	Sole	2022-11-14
2022-06-30	$949,361	6,724	+104.6%	Shares	Sole	2022-08-12
2022-03-31	$427,245	3,286	+67.9%	Shares	Sole	2022-05-12
2021-12-31	$261,572	1,957	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.